Helping users make faster, more confident financial decisions with centralized data and clear visual hierarchy.
With solid experience in dashboard design, I saw this project as an opportunity to consolidate that experience into a complete financial management product.
During the design process, I analyzed common behaviors in budgeting and banking apps, identifying friction points around navigation, data overload and lack of actionable insights.
Situation
Interfaces with numbers only. Important, but I needed more: a guide on how to spend better (best prices, how to find deals, how to optimize purchases. Installments or full price? Which credit card rewards program is best?)
Task & action
All this information in one place. Where I spent, how, and how I can spend in the coming months.
Results
With questions and a tool overview, I get what I want: a guide. Question > answer > direction.
